Blackbaud Grantmaking SKY View - 2021 Development Update #9

Remember to keep an eye on the Customer Success page to view recently updated videos, links to sign-up for question and answer sessions, like the Blackbaud Grantmaking Sky Virtual Open Office Hours happening on Tuesday, June 22nd at 11am EDT (Register Here); and, here is the Getting Started Guide.

And, we count on you to help us continuously improve Blackbaud Grantmaking! Please remember to post ideas in the ideas portal here in Blackbaud Community and if you have not done so already, please adjust the Settings in your Community profile to receive notifications of updates via email as soon as they are posted.

The following features and fixes have been recently added and/or corrected in Blackbaud Grantmaking SKY view:

• Table part missing when creating new dashboard parts

Previously, some users couldn't create a Table dashboard part because the option was a missing. This issue has been fixed, and you can now add a Table part when editing your dashboard.

• Issues when searching Requests by Calendar year vs. Fiscal year

Previously in Full search, when searching Requests, if the Fiscal Year was not the same as the Calendar Year, the option to search by Calendar Year vs. Fiscal Year was not available in SKY view. This issue has been fixed, and the Calendar Year and Fiscal Year options are now available when you select certain date filter options, like Last Year, Last Quarter, etc.

• Error message when approving Requests

Previously when trying to approve Requests, some users would receive an error message stating "An error occurred." This issue was fixed, and you can now successfully approve Requests.

• Organization records prompting to 'Save' when no changes were made

Previously, when closing an Organization record, users were being asked to save changes even if they didn't make any. This has been fixed, and all Organization records behave accordingly.

• Missing Publish to web button for Requirements

Previously, there was an issue causing the 'Publish to Web' and 'Transfer Grantee Account' buttons to not display correctly. This issue has been fixed, and both buttons now appear and behave accordingly.

• Unable to send emails to Affiliations

Previously, when users selected an Affiliation, the option to generate correspondence wasn't available. This issue has been fixed, and you can now generate letters and emails to Affiliations.

• Close Affiliations

You can now close one or more Affiliations. For example, you can close an Affiliation to indicate that a contact no longer works with a specific organization. From an "Affiliations" list in the Workspace--or Related entity affiliation list--select one or more Affiliations, then select "Close Affiliation."

• Report defaults

In 'Settings' >> 'Report Defaults,' you can now configure your Default Report design options. When you create a new report, it will contain those default settings, and you can edit the report as you'd like from there.

We hope this summary helps; stay tuned for more of these updates to help you make the most of your Blackbaud Grantmaking!

For more  information , please reference our customer success page: Https://hello.blackbaud.com/CustomerSuccess-Blackbaud-Grantmaking.html 

• EMEA customers: Please contact Buzzacott for help & support. 

• APAC customers: Please contact Finrea for help & support.   

REMINDER: For training classes check out Blackbaud University:   Get Ready For SKY View With Blackbaud University - Blackbaud Community